Who owns FPF?
Institutional ownership of First Trust Intermediate Duration Preferred & Income Fund from Form 13F, Q2 2026
118 institutional managers reported holding First Trust Intermediate Duration Preferred & Income Fund (FPF) in Form 13F filings for Q2 2026, with 10,660,047 shares worth $194M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 322,389 shares (+3.1%). 9 opened new positions and 11 sold out.
- Funds holding
- 118
- Value held
- $194M
- New / sold out
- 9 / 11
- Net shares, same filers
- +3.1%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of FPF
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Morgan Stanley | $27.2M | 14.0% | 1,496,302 | Added |
| Sit Investment Associates Inc | $22.1M | 11.4% | 1,217,427 | Added |
| Wells Fargo & Company | $22.0M | 11.4% | 1,210,802 | Trimmed |
| LPL Financial LLC | $17.8M | 9.2% | 979,058 | Added |
| Royal Bank of Canada | $13.7M | 7.1% | 753,673 | Added |
| Invesco Ltd. | $12.0M | 6.2% | 659,562 | Added |
| Peak Planning Group, LLC | $7.3M | 3.8% | 400,589 | Added |
| Mgo One Seven LLC | $6.9M | 3.5% | 377,412 | Trimmed |
| Cohen & Steers, Inc. | $6.6M | 3.4% | 361,198 | Unchanged |
| D.a. Davidson & Co. | $4.7M | 2.4% | 257,487 | Added |
| Stifel Financial Corp | $3.4M | 1.8% | 188,729 | Added |
| UBS Group AG | $2.7M | 1.4% | 149,378 | Trimmed |
| Rareview Capital LLC | $2.5M | 1.3% | 133,367 | Added |
| Hennion & Walsh Asset Management, Inc. | $1.9M | 1.0% | 107,058 | Added |
| Osaic Holdings, Inc. | $1.9M | 1.0% | 105,254 | Trimmed |
| Baird Financial Group, Inc. | $1.9M | 1.0% | 102,354 | Added |
| Bank of America Corp | $1.7M | 0.9% | 94,861 | Trimmed |
| Raymond James Financial Inc | $1.7M | 0.9% | 93,669 | Trimmed |
| NewEdge Advisors, LLC | $1.6M | 0.8% | 86,756 | Added |
| Noble Wealth Management PBC | $1.5M | 0.8% | 82,363 | Added |
| Cetera Investment Advisers | $1.4M | 0.7% | 77,966 | Added |
| IHT Wealth Management, LLC | $1.4M | 0.7% | 76,819 | Added |
| Envestnet Asset Management Inc | $1.3M | 0.7% | 73,686 | Added |
| Onyx Bridge Wealth Group LLC | $1.3M | 0.6% | 68,870 | Added |
| Principal Securities, Inc. | $1.2M | 0.6% | 68,080 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 10,660,047 FPF shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Morgan Stanley Added+$2.2M
- Rareview Capital LLC Added+$780K
- Hennion & Walsh Asset Management, Inc. Added+$767K
- Bramshill Investments, LLC New+$727K
- Truist Financial Corp Added+$688K
- LPL Financial LLC Added+$550K
- Invesco Ltd. Added+$454K
- D.a. Davidson & Co. Added+$386K
- Integrated Wealth Concepts LLC Added+$338K
- Envestnet Asset Management Inc Added+$303K
Biggest sellers in Q2 2026
- Shaker Financial Services, LLC Trimmed-$760K
- Guggenheim Capital LLC Trimmed-$414K
- Jane Street Group, LLC Sold out-$297K
- Mgo One Seven LLC Trimmed-$250K
- Gateway Wealth Partners, LLC Sold out-$250K
- Independent Advisor Alliance Sold out-$197K
- UBS Group AG Trimmed-$168K
- Susquehanna International Group, LLP Trimmed-$156K
- Wells Fargo & Company Trimmed-$143K
- PFG Investments, LLC Trimmed-$137K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $9.7M and sold $3.8M; 47 added and 29 trimmed.
Questions about FPF ownership
- Who owns FPF stock?
- 118 institutional investment managers reported FPF positions in their Form 13F filings for Q2 2026, holding 10,660,047 shares worth $194M in total. Morgan Stanley reported the largest position.
- Are funds buying or selling FPF?
- In Q2 2026, 9 managers opened new FPF positions, 47 added, 29 trimmed and 11 sold out. Managers that filed in both quarters added a net 322,389 shares.
- How current is this FPF institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FPF by CUSIP. Options are left out. FPF news and filings · FPF insider trades · Top funds